Trusts are back in the ATO spotlight
August 4, 2025
With more than 947,000 trusts operating across Australia, it’s no surprise the ATO continues to keep a close eye on how these structures are managed. Trusts remain central to many wealth and succession plans, but their complexity means they also attract compliance scrutiny.i Closer attention to how trust structures are now being used is part…
Helping the kids without derailing your retirement plans
November 14, 2024
As parents, the instinct to support our children never truly fades, even when they become adults but when you are looking at giving them a financial helping hand there is a bit to consider. It’s important to ensure any support you provide is not at the expense of your financial future. It can also be…
Preparing your family trust for EOFY
June 3, 2024
With less than a month to go before the end of the financial year (EOFY) rolls around, some important tasks need to be completed for family trusts. Discretionary trusts (often called family trusts) are the most common trust used in Australia and are generally created to hold and protect family or business assets. Trustees of…
The Rich Life Vol 48
August 3, 2021
It’s August, and this chilly winter and periodic lockdowns can’t end fast enough for many of us….
Why family trusts are back in favour
July 4, 2017
Recent changes to the rules around voluntary superannuation contributions which impact the amount you can transfer into a super pension account, have meant that many older Australians are considering setting up a family trust.
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